Looking for Guidance on Replicating Power BI Reporting & Capacity Planning in Tempo
Hi Tempo Community,
I hope everyone is doing well.
We’re currently working on improving our reporting and capacity planning setup in Tempo, and we’re hoping to get insights or best practices from anyone who has successfully implemented something similar.
Our goal is to replicate the level of reporting we currently have in Power BI. I’ve attached an example of our Power BI report for reference. Below are the specific areas where we’re seeking guidance:
1) Reporting & Data Structure
We’d love to learn more about:
Which Tempo reports, features, or add-ons can support metrics such as cost vs billed, budget consumption, and hours per department/role
Recommended practices for structuring project financials, departments, and roles within Tempo
The most reliable approach to pulling Tempo data into BI tools (API, export, native integrations, etc.)
Any documentation available about Tempo data fields and schema—particularly around cost rates, bill rates, department mapping, and roles
2) Capacity Planning Setup
- We’re refining our Planner setup and would appreciate guidance on:
- Best practices for configuring roles, teams, and allocation workflows
- Recent Planner enhancements that improve usability (e.g., bulk updates, shortcuts)
- Common mistakes that lead to inaccurate capacity or utilization reporting and how to avoid them
Our team is also open to joining a call or walkthrough with anyone willing to share their experience. We operate in the UK time zone but are flexible for scheduling.
Any insights, documentation, or shared experiences from the community would be incredibly helpful.
Thanks in advance!
